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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,517 | $91,198+131.9% | $178,503+18.5% | $79,856+164.9% |
| Participation rate | 75.4% | 69.2%+6.2pp | 81.9%-6.5pp | 69.6%+5.8pp |
| Annual return | 11.86% | 24.20%-12.3pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $8,543 | $3,257+162.3% | $5,011+70.5% | $2,471+245.7% |
| Participant deferral / active EE | $5,463 | $3,237+68.8% | $5,202+5.0% | $3,741+46.0% |
| Admin fee / account holder | $28,874 | $6,748+327.9% | $13,987+106.4% | $5,306+444.1% |